Contents
- Infor EAM Overview
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System Administrator
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System Configuration
- Defining installation parameters
- Understanding entities
- Defining system codes
- Creating and modifying screens
- Changing text on a specific screen
- Defining URL parameters for custom screens
- Remembering fields for forms
- Defining custom fields information
- Defining global text changes
- Displaying boiler text where used
- Defining cost codes
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Selecting languages
- Adding a new language
- Making a language available
- Installing an available language
- Refreshing an installed language
- Viewing the current status of boiler text records for new languages
- Viewing the current status of code description text records for new languages
- Viewing the current status of error text records for new languages
- Viewing the current status of menu text tab for new languages
- Defining closing periods
- Creating and modifying locales
- Defining documents
- Setting up access to external documents
- Setting up printers
- Defining classes
- Setting up field filters
- Creating part hierarchy codes
- Defining account details
- Defining capital request categorization codes
- Auditing attributes
- Defining Flex SQL statements
- Setting up Messenger
- Defining installation parameters for Messenger
- Alert management
- Creating region codes
- Creating report organization structures
- Configuring Infor EAM to generate Oracle Forms reports
- Creating the Oracle Forms report configuration for Infor EAM
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System Security
- Implementing multi-organization security (MOS)
- Defining fiscal years for asset depreciation
- Activating multi-organization security
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Setting up user groups
- Creating user groups
- Viewing users
- Granting interface permissions to user groups
- Adding inboxes to user groups
- Adding KPIs to user groups
- Adding charts to user groups
- Granting work order authorization permissions to user groups
- Granting store transaction permissions to user groups
- Creating security filters
- Granting screen-level permissions to user groups
- Setting up menus for user groups
- Setting up scanner menus for user groups
- Defining status authorizations for user groups
- Administering iProcure security for user groups
- Setting up users
- Creating LDAP roles
- Creating electronic records and signatures
- Granting status change authorization permissions
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Interface Configuration
- Personalizing the start center
- Export and import configuration
- Configuration manager
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Screen designer
- Screen designer keyboard shortcuts
- Displaying pages in designer mode
- Moving fields
- Modifying field display properties
- Modifying field labels
- Modifying block display properties
- Modifying block labels
- Modifying link and generic button display properties
- Modifying function button display properties
- Modifying link and button labels
- Defining grids
- Setting up hyperlinks
- Screen designer for web service prompts
- Defining web service prompts
- Viewing log files
- Reports Configuration
- Data Collection
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GIS Administration
- Installing or upgrading Infor EAM GIS extensions
- Understanding GIS integration
- Defining equipment for features defined prior to integration
- Configuring Infor EAM and ESRI's ArcMap
- Modifying the GIS installation parameters (Infor EAM)
- Customizing map symbols
- Granting interface permissions for data filter grids (Infor EAM)
- Defining Infor EAM user information (ESRI)
- Defining field mappings for attributes (ESRI)
- Defining preferences for the creation of Infor EAM equipment (ESRI)
- Defining preferences for the creation of GIS features (Infor EAM)
- Fleet Management Configuration
- Archiving Management
- Basic Module Data Creation
- Appendix
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System Configuration
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User
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Basics
- Starting Infor EAM
- Navigation and user interface
- Fields
- Lists
- Associating documents
- Uploading documents
- Entering comments
- Entering description translations
- Viewing electronic records and signatures
- Associating addresses
- Associating parts
- Dataspy
- Viewing the Start Center
- Understanding the Start Center inbox
- Managing your account
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Asset Management
- Understanding equipment
- Setting up initial equipment information
- Defining equipment
- Defining healthcare assets
- Defining healthcare properties
- Defining healthcare systems
- Creating equipment hierarchies
- Associating references with linear equipment
- Defining meter information
- Associating warranties with equipment
- Creating warranty claims
- Associating permits with equipment
- Adding PM schedules to equipment
- Transferring equipment between organizations
- Creating equipment configurations
- Generating equipment using equipment configurations
- Tracking asset depreciation
- Defining and managing change notices
- Designing energy consumption for equipment
- Entering actual energy consumption information for equipment
- Understanding Energy Star
- Understanding reliability rankings
- Defining policies
- Defining strategies
- Defining objectives
- Defining parameters for asset inventory
- Adding safety data to equipment
- Defining lockout/tagout details for equipment
- Importing lockout/tagout details from equipment
- Importing lockout/tagout details from permits to work
- Viewing and modifying equipment information
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Materials Management
- Setting up initial materials information
- Understanding time-based inventory valuation (LIFO/FIFO)
- Creating stores
- Creating and managing parts information
- Defining and managing manufacturer information
- Defining and managing supplier information
- Managing stock information
- Transferring parts between bins
- Transferring parts without requisitions
- Generating requisitions
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Creating requisitions
- Creating requisition headers
- Adding parts to requisitions
- Adding services to requisitions
- Copying requisitions
- Creating work orders and activities on the Services page
- Manually assigning repair details for core tracked parts on requisitions
- Viewing transactions for requisitions
- Generating RFQs from requisitions
- Approving and rejecting purchasing requisitions
- Understanding automatic purchase order generation
- Creating a new purchase order from requisition line items
- Adding requisition line items to an existing purchase order
- Receiving parts
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Issuing and returning parts
- Issuing parts to work orders, equipment, or projects
- Issuing parts to multiple equipment work orders
- Adding parts on a material list to an issue
- Adding parts on a pick ticket to an issue/return
- Returning parts from multiple equipment work orders
- Issuing parts from a stock record of a part
- Returning parts from a stock record of a part
- Returning parts to a supplier
- Defining part condition templates
- Defining kit template parts
- Creating store groups
- Creating store-to-store requisitions
- Creating store-to-store issues
- Creating store-to-store receipts
- Creating internal repair receipts
- Creating pick tickets
- Performing a physical inventory
- Generating ABC analysis
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Viewing and modifying materials information
- Viewing and modifying parts information
- Viewing and modifying associated documents
- Viewing and modifying store information
- Viewing and modifying stores associated with parts
- Viewing and modifying stock information for parts
- Viewing and modifying multiple prices of parts (MOS)
- Viewing and modifying part inspections
- Viewing usage and demand of parts
- Viewing part details
- Viewing stock levels by part
- Viewing purchasing contracts for parts
- Viewing requisitions for parts
- Viewing purchase orders for parts
- Viewing purchase order history for parts
- Viewing stock values for LIFO/FIFO parts
- Viewing when and where a part has been used
- Viewing stock transactions for parts
- Viewing stock in-transit for parts
- Viewing part reservations
- Viewing parts associated with manufacturers
- Viewing parts associated with suppliers
- Viewing stock for stores
- Viewing stock levels by store
- Viewing stock transactions per store
- Viewing bin stock
- Managing iProcure items in Infor EAM
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Purchasing Management
- Defining initial purchase information
- Defining credit cards
- Creating and revising purchase orders
- Viewing purchase order history
- Creating and using blanket orders
- Recording invoice vouchers
- Defining requests for quotations
- Editing quotations
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Work Management
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Defining initial work information
- Defining supervisors
- Defining permits
- Defining qualifications
- Defining trades
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Defining employee information
- Defining employee codes
- Defining wage rates for employees
- Recording labor availability exceptions for individual employees
- Recording labor availability exceptions for groups
- Associating qualifications with employee codes
- Associating employee types
- Transferring employees between organizations
- Viewing outstanding issues for employees
- Defining shift information
- Defining crews
- Defining task information
- Defining tools
- Defining material lists
- Copying material lists
- Defining VMRS codes
- Approving and rejecting work requests
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Creating standard work orders
- Defining standard work order headers
- Defining standard work order activities
- Copying standard work orders
- Assigning child work orders to standard work orders
- Managing tools for standard work orders
- Associating permits with standard work orders
- Adding safety hazards and precautions to standard work orders
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Creating regular work orders
- Defining regular work order headers
- Defining regular work order activities
- Defining additional costs for work orders
- Creating a labor requisition
- Scheduling labor for work orders
- Copying an existing labor schedule
- Adding equipment to work orders to split work order costs
- Importing equipment from an existing equipment route to work orders
- Associating qualifications with work order activities
- Importing unlinked qualifications
- Booking labor for work orders
- Booking vendor hours for work orders
- Booking labor by employee
- Booking labor for work orders in a batch
- Adding comments to work orders in a batch
- Entering work orders on the quick entry form
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Managing parts for work orders
- Adding planned parts to work orders
- Viewing planned part availability for work orders
- Adding core tracked parts to work orders for repair
- Manually assigning repair details for core tracked parts on work orders
- Manually adding part failure details to work orders
- Reserving parts for work orders
- Importing a parts list for a work order
- Creating a parts requisition
- Creating a pick ticket
- Creating a parts requisition
- Viewing unreturned core parts
- Entering monitored data results for work orders
- Issuing and returning parts for work orders
- Entering batch meter readings
- Adding child work orders to a parent work order
- Adding permits to work orders
- Scheduling tools for work orders
- Recording tool usage for work orders
- Adding safety hazards and precautions to work orders
- Viewing and modifying work orders
- Updating work orders
- Viewing work order costs
- Viewing child work orders on a parent work order
- Viewing service request details
- Viewing equipment custom fields from a work order
- Viewing purchasing for work orders
- Creating capital planning requests
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Creating preventive maintenance work orders
- Defining PM routes and equipment within routes
- Defining preventive maintenance schedules
- Defining activities of PM work orders
- Defining equipment for PM schedules
- Viewing work orders per PM schedule
- Viewing comments for PM work order activities
- Requesting tools for PM work orders
- Adding safety hazards and precautions to PM schedules
- Releasing PM work orders
- Understanding PM work packages
- Understanding PM forecasting
- Generating work orders
- Generating work orders for repairable core parts
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Scheduling work
- Viewing the work order schedule
- Calculating labor availability
- Viewing labor utilization
- Scheduling or rescheduling work orders
- Viewing work order comments
- Changing work order status
- Freezing and unfreezing activity schedules
- Balancing the workload
- Viewing work order details while balancing the workload
- Completing work
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Performing revision control
- Defining revision control approval lists
- Approving revisions
- Rejecting revisions
- Viewing approvers
- Approving parent PMs for revision control
- Viewing revision control approval history
- Setting up revision control for PM work orders
- Setting up revision control for hazards
- Setting up revision control for isolation points
- Setting up revision control for precautions
- Setting up revision control for permits
- Defining initial service request information
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Creating service requests
- Creating new caller records
- Editing existing caller records
- Assigning personnel to service requests
- Viewing work order details
- Closing service requests
- Booking hours for service requests
- Issuing parts for service requests
- Returning parts from service requests
- Booking hours and closing service requests
- Creating service request log entries
- Creating information requests
- Creating PM plans
- Managing fuel
- Understanding deferred maintenance
- Creating maintenance patterns
- Scheduling work orders daily
- Defining adjustments
- Defining contract templates
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Defining customer contracts
- Defining contract items for customer contracts
- Associating discounts with customer contracts
- Defining work order criteria for customer contracts
- Associating commodities with customer contracts
- Defining sales prices for customer contracts
- Associating clauses with customer contracts
- Defining charges for customer contracts
- Associating adjustments with customer contracts
- Copying customer contracts
- Defining customer rental contracts
- Viewing customer invoices
- Creating healthcare work orders
- Creating hospitality work orders
- Creating incident requests
- Managing permits to work
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Defining initial work information
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Inspection Management
- Inspection management terms
- Defining inspection codes
- Viewing monitored data
- Defining points
- Adding inspection point custom fields
- Approving inspection results
- Defining formulas
- Calibration Management
- Project Management
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Reports
- Generating reports
- Saving report parameters
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Asset reports
- Calibration equipment
- Calibration history
- Capital performance evaluation
- CO2 analysis
- CO2 emissions
- Cost of WOs per equipment
- Energy Star ratings chart
- Equipment depreciation
- Equipment hierarchies
- Equipment history
- Equipment performance by cost chart
- Equipment performance by downtime chart
- Equipment transfer log
- Fault trend analysis
- GAS index analysis
- Hazard chart
- List of categories per class
- List of classes
- List of equipment
- List of equipment details
- Mean time between failures
- Mean time between failures per equipment
- Meter history
- PM repair costs chart
- Print maintenance pattern report
- Print reliability survey report
- Reliability calculations
- Reliability chart
- Table of equipment with custom fields
- Total annual energy use
- Unreliability chart
- Warranty claims
- Warranty claim vs. settlement chart
- Weekly booked hours by department
- Work order repair costs chart
- WO cost by equipment
- WO cost by type, cost code, or dept
- WO cost of equipment per location
- WO cost summary
- Asset management services reports
- Budget reports
- Calibrations reports
- Call Center reports
- Contract reports
- Fleet reports
- Healthcare reports
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Hospitality reports
- Actual labor hours against estimated - hospitality
- Annual energy use-hospitality
- CO2 emissions-hospitality
- Capital performance evaluation-hospitality
- Degree day analysis-hospitality
- GAS index analysis-hospitality
- Heating and cooling degree days vs. energy consumption type analysis-hospitality
- Heating and cooling degree days vs. energy costs analysis-hospitality
- Incident response time chart-hospitality
- Incident summary chart-hospitality
- Print hospitality work orders
- WO backlog hospitality report
- WO cost list-hospitality
- WO cost summary-hospitality
- Inspection reports
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Materials reports
- Average monthly usage analysis
- Consignment activity
- Goods received note
- Goods return note
- Inventory standard
- List of outstanding requisition items
- List of stock
- Monthly usage trends
- Parts currently reserved/allocated
- Physical inventory discrepancy
- Print build kit list
- Print physical inventory list
- Print pick ticket
- Print requisition
- Purchase history per item/supplier
- Return summary
- Stock issues history by part
- Stock transactions
- Stock value listing by part type
- List of kits
- List of expired kits
- Project reports
- Purchasing reports
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Work reports
- Actual labor hours against estimated
- Batch work order generation summary
- Call Center WO
- Daily hours worked per employee
- Daily trade schedule
- Expired warranties
- Future maintenance cost
- Hours needed for tasks
- Labor required per day or trade
- List of all PM schedules
- List of permit issues
- List of WOs bypassed due to nesting
- Long term WO list
- Material requirements analysis
- Meter based PM due report
- Monthly scheduling details
- Part failures
- Permits for WOs
- PM forecasting
- Print permit to work
- Print short WO cards
- Print work order
- Qualification expiration report
- Qualification requirement report
- Resource load graph
- Safety review required report
- Schedule attainment
- Scheduled activities
- Scheduled vs. actual - detail
- Shift employee
- Short term WO list (activities)
- Short term WO list (WOs)
- Tool usage
- WO backlog report
- WO aging
- WO cost list
- WO cost summary graph
- WO on-time delivery by employee
- WO on-time delivery by trade
- WO statistics
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GIS Integration
- Linking Infor EAM equipment and GIS features
- Synchronizing records (ESRI)
- Applying a data filter (ESRI)
- Performing Infor EAM functionality (ESRI)
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Performing a GIS map search (Infor EAM)
- Performing a basic map search (Infor EAM)
- Performing an advanced map search (Infor EAM)
- GIS map search toolbar (Infor EAM)
- Selecting features on the GIS map (Infor EAM)
- Identifying features (Infor EAM)
- Viewing the nearest address (Infor EAM)
- Creating GIS filters (Infor EAM)
- Adjusting the range of linear equipment (Infor EAM)
- Creating quick work orders (Infor EAM)
- Creating work orders (Infor EAM)
- Creating multiple equipment work orders (Infor EAM)
- Scheduling work order activities (Infor EAM)
- Copying an existing work order activities schedule (Infor EAM)
- Creating routes and route work orders (Infor EAM)
- Locating equipment and work orders on the GIS map (Infor EAM)
- Viewing Analytics data (Infor EAM)
- Viewing child equipment on the GIS map (Infor EAM)
- Viewing GIS maps (Infor EAM)
- Creating maps
- Fleet Management
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Infor EAM Microsoft Project Interface
- Installing the Infor EAM MS Project interface
- Setting up connection information
- Associating Infor EAM priority codes with MS Project priority codes
- Creating scheduling sessions in Infor EAM
- Importing sessions into MS Project from Infor EAM
- Creating and adding work orders and activities to scheduling sessions
- Exporting sessions from MS Project to Infor EAM
- Canceling sessions
- Asset Management Services
- Budgets
- Contracts
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Call Center
- Understanding Call Center terms
- Understanding Call Center
- Information requests
- Action requests
- Departmental hierarchies
- Comments
- Setting up basic Call Center information
- Entering contact information
- Associating equipment with contact information
- Creating service problem codes
- Associating GIS map layers with service problem codes
- Creating providers
- Creating service categories
- Creating department structures
- Creating service delivery matrixes for equipment
- Defining calendar groups for equipment
- Creating knowledge base articles
- Creating bulletin board notices
- Defining event log type filters
- Setting up the Call Center form
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Processing customer requests
- Entering customer requests
- Performing a customer search
- Entering customer information
- Viewing additional information
- Viewing the event log
- Viewing the results of the knowledge base search
- Performing a knowledge base search
- Processing an action request
- Adding remarks to the customer request
- Viewing bulletin board notices
- Web Service Prompt Execution
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Basics